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Polaris
PII

Overview Fund Activity

432 hedge funds and large institutions have $5.45B invested in Polaris in 2022 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 140 increasing their positions, 159 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
-16
Holders Change %
-3.57%
% of All Funds
7.3%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
51
Increased
140
Reduced
159
Closed
54
Calls
$51.7M
Puts
$66M
Net Calls
-$14.3M
Net Calls Change
-$30.6M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$594M
2
State Street
2
State Street
Massachusetts
$439M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$30.4M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$23.7M
5
SAM
5
Scopus Asset Management
New York
$9.93M

Top Sellers

1
RRAM
1
River Road Asset Management
Kentucky
$45.8M
2
American Century Companies
2
American Century Companies
Missouri
$77.5M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$15.2M
4
AWM
4
Absher Wealth Management
North Carolina
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$327K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
351
Concourse Financial Group Securities
Alabama
$19K -$13.2K -136 -41%
SIS
352
Sound Income Strategies
Florida
$19K – – –
FHA
353
First Horizon Advisors
Tennessee
$19K +$10.1K +109 +112%
TCOV
354
Trust Company of Vermont
Vermont
$19K +$19K +194 New
MAM
355
Meeder Asset Management
Ohio
$18K -$32.2K -327 -64%
SWM
356
Spire Wealth Management
Virginia
$18K -$12.3K -124 -41%
PB
357
Pinnacle Bancorp
Nebraska
$18K – – –
MCC
358
Money Concepts Capital
Florida
$17K -$37.5K -364 -69%
SWM
359
SeaCrest Wealth Management
New York
$17K +$17K +171 New
IAMOG
360
Investors Asset Management of Georgia
Georgia
$16K +$16K +160 New
LF
361
Lee Financial
Texas
$15K +$197 +2 +1%
Bank of Montreal
362
Bank of Montreal
Ontario, Canada
$14.1K -$2.02K -18,692 -13%
CA
363
Crewe Advisors
Utah
$14K – – –
SPWG
364
Sage Private Wealth Group
Illinois
$13K – – –
PA
365
Parallel Advisors
California
$11K +$3.09K +32 +39%
HWA
366
HHM Wealth Advisors
Tennessee
$10K -$90K -900 -90%
CFO
367
CVA Family Office
Colorado
$10K -$15K -150 -60%
PCM
368
Peregrine Capital Management
Minnesota
$10K – – –
FCT
369
First Community Trust
Iowa
$10K – – –
GI
370
Gradient Investments
Minnesota
$10K +$10K +105 New
WBC
371
West Branch Capital
Massachusetts
$9K – – –
CLOS
372
Compagnie Lombard Odier SCmA
Switzerland
$9K – – –
IRC
373
Investors Research Corp
Georgia
$9K – – –
CCM
374
Chilton Capital Management
Texas
$9K +$9K +95 New
MS
375
Marshall & Sullivan
Washington
$9K +$9K +100 New
13 14
15
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